We offer our expertise in helping our clients to invest in various Mutual Funds (equity & debt). The focus is research and advisory driven recommendations to help an Investor grow his/her wealth while keeping a tab on their portfolio on the go. This division always keeps up the pace and blends technology with financial expertise to provide need-based solutions to accomplish a client’s goals through mutual funds investment. Mr Sharad Gadodia our promoter is certified AMFI distributor having partnered with more than 15 AMC’s to get you the best schemes suiting your needs.
*Disclaimer* Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing.
What is a 'Mutual Fund'
A mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets. Mutual funds are operated by professional money managers, who allocate the fund's investments and attempt to produce capital gains and/or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.
In a Mutual Fund each investor owns units, which represent a portion of the holdings of the fund. The income/gains generated from this collective investment is distributed proportionately amongst the investors after deducting certain expenses, by calculating a scheme’s “Net Asset Value or NAV. Simply put, a Mutual Fund is one of the most viable investment options for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
Our recommendation for every young earning individual –
Systematic Investment Plan, commonly referred to as an SIP, allows you to invest regularly a fixed sum in your favourite mutual fund scheme/s. In SIP, a fixed amount is deducted from your savings account every month and directed towards the mutual fund you choose to invest in.
What is SIP?
Systematic Investment Plan, commonly referred to as an SIP, allows you to invest regularly a fixed sum in your favourite mutual fund scheme/s. In SIP, a fixed amount is deducted from your savings account every month and directed towards the mutual fund you choose to invest in.
What is the best way to invest in a SIP?
Investment can be made in a SIP as a one time payment or on a monthly basis.
One –time investment
In this mode, you make a one time payment of a considerable sum of money.
Monthly SIP
On the other hand, in an SIP, a fixed amount of sum is deposited at regular intervals of time in a mutual fund scheme. In short, one-time investment mode can be chosen if you have money in hand right now that can be invested and an SIP can be chosen if you are expecting a regular inflow of money in future